Edge Wealth Management LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
82
- Value ($000)
$493,174
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001567163
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $41.31M | 8 % | 185,977 | ||
PFF ISHARES TR | PFD AND INCM SEC | 464288687 | $40.05M | 8 % | 1,303,415 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $30.87M | 6 % | 82,228 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $29.05M | 6 % | 351,104 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $28.73M | 6 % | 185,784 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $23.77M | 5 % | 119,173 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $22.13M | 5 % | 90,235 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $21.98M | 5 % | 41,279 | ||
WMT WALMART INC | COM | 931142103 | $19.28M | 4 % | 219,597 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $17.96M | 4 % | 77,574 |
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